Project 03 · Finance Ops

Bank activity in, ledger-ready work out.

Finance Gateway turns raw bank-feed activity into categorized, reviewable posting work so reconciliation happens during the week instead of at month-end.

Design partner · Finance ops
Finance Gateway workflow illustration

We are not trying to replace the ledger. We are trying to stop reconciliation from turning into end-of-month archaeology.
  • Bank-feed transactions normalized into a single ingestion stream
  • Categorization and posting rules prepare journal-ready entries
  • Reconciliation surfaces connect bank activity to invoice and payout references
  • P&L views update from posted entries instead of spreadsheet rollups

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Bring us the workflow that keeps leaking time.

We use a short scoping call to decide whether there is a real pilot worth running. If the workflow is too broad, too early, or better served by another tool, we will say that directly.

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